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About Us

Why Oracle

Oracle Advisory is one of Australia’s leading independent wealth advisory firms.

Our advisers have been helping Australians realise their financial potential since 1986.

Oracle Advisory uses its experience and expertise to develop wealth accumulation strategies tailored to meet your financial goals.

We are a dynamic, growing company, built on the core values of honesty, integrity and transparency.

 

Partners for the long run

Our emphasis is on building strong, lasting relationships with our clients.

We maintain a close relationship with you over the years to ensure that you stay on track.

We meet with you regularly and remain accessible to you so that we are able to answer your questions on an ongoing basis.

 

Qualified and experienced

All of our advisers are qualified and have the experience and technical expertise to ensure that the correct financial plan is put in place for each and every client.

We help and guide you on every aspect of your financial planning; keeping you informed and designing and monitoring your investment portfolio.

Each of our advisers has more than a decade of experience providing high-quality, ongoing advice to their clients.

 

Our Name

At Oracle, we follow a strict investing philosophy where we look for high-quality, easy-to-understand businesses that we believe will continue to grow in value into the future.

Warren Buffett is one of the most successful and well-known investors over the past 50 years, having achieved well above-average investment returns over the long term.

Our name Oracle is an ode to Warren. He continues to live in Omaha, Nebraska and is affectionately known as the “Oracle of Omaha”.

“Someone is sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett

 

Our Mission

Oracle Advisory Group’s mission is to assist our customers reach their financial goals, to enable them to live the lifestyle they desire both prior to and during retirement.

Service

Financial Planning
  • financial planning
  • superannuation
  • cash flow budgeting
  • debt management
  • personal insurance brokers
  • estate planning
Retirement Management
  • plan to retire
  • transition to retirement
Aged Care
  • Funding and reducing aged care accommodation payments
  • Helping to negotiate with the facilities
  • Creating strategies to minimise taxation implications
  • Maximising government support such as pensions and aged care assistance
  • Strategies for the transfer, sale or rental of the residential home
  • Estate Planning – Discussions around wills, Powers of Attorney and Enduring Guardianship
SMSF Administration
Accounting
  • Interim Accounts
  • Yearly Accounts
  • Income Tax
  • Self-Managed Superannuation Funds
  • Business Activity Statements (BAS)
  • Instalment Activity Statements (IAS)
  • Rental Properties
  • Goods and Services Tax (GST)
  • Fringe Benefits Tax (FBT)
  • Capital Gains Tax (CGT)
  • Payroll Tax
  • Land Tax
  • Managing any ATO audits, disputes, or payments
  • Workers Compensation declarations and audits
  • Specialist Tax Consulting
  • MYOB and QuickBooks set-up/purchase
  • Calculation of payroll requirements
Lending Solutions
  • home and investment loans
  • personal and car loans
  • refinancing loans
  • business loans
  • first home buyers
  • lenders mortgage insurance
Investment Management
  • emerging companies
  • fixed interest fund
  • australian equities
  • property securities
  • global equities
  • ethical balanced

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Working Hours

Now Open UTC - 11
  • Monday 8:30 AM - 5:00 PM
  • Tuesday 8:30 AM - 5:00 PM
  • Wednesday 8:30 AM - 5:00 PM
  • Thursday 8:30 AM - 5:00 PM
  • Friday 8:30 AM - 5:00 PM
  • Saturday Day Off
  • Sunday Day Off